Littlewood Financial Advisers is a comprehensive financial services firm dedicated to enhancing individuals’ financial well-being by leveraging extensive expertise in finance, mortgage services, legal assistance, and insurance. With a strong focus on meeting clients’ unique needs, life goals, and future aspirations, the company offers a wide range of services including financial advice, mortgage services, legal support for wills and power of attorney, establishment of SMSFs, and various insurance products such as home and contents insurance, motor vehicle insurance, and public liability insurance.
Founded in 1993 by Byron James Littlewood, the Managing Director of B.J. Littlewood & Associates Pty Ltd, Littlewood Financial Advisers has a rich history of providing top-notch investment expertise and client-oriented services in a challenging global financial landscape. The firm’s client-centric approach emphasizes risk management, investment services, and accounting solutions. Transitioning to a fee-for-service model in alignment with the Future of Financial Advice (FOFA) regulations, the company aims to be the primary advisor for clients, offering holistic financial and life risk advice encompassing investment strategies, insurance solutions, superannuation planning, and income protection.
Littlewood Financial Advisers distinguishes itself by adopting a holistic approach to financial planning, focusing on clients’ overall well-being and life goals rather than just financial transactions. By collaborating with Scott Elsley & Associates for accounting and tax-related matters, the firm provides clients with a comprehensive suite of services to optimize their financial outcomes. Through personalized financial plans and a commitment to client success, Littlewood Financial Advisers aims to add significant value to clients’ financial lives and differentiate itself in the competitive financial services industry.